Retirement plan

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

Name: OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC - OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST, OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLCEIN 52-1862516Plan #002PY 2023

10215 FERNWOOD RD STE 520 - BETHESDA, MD 208171184301-897-0099oldgeorgetownmentalhealth.comLinkedIn1-10 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4M

+20.9% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

15.13%

+28.64 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$62K

$15522 / participant

Other / not subdivided$62K100.0%

% of EOY assets

1.558%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,231-100.0%

$149,696-100.0%

$139,466-100.0%

Participation rate

0.0%

83.4%-83.4pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

15.13%

166.77%-151.6pp

134.46%-119.3pp

373.66%-358.5pp

Employer contribution / active EE

$32,661

$5,478+496.2%

$4,821+577.5%

$4,754+587.0%

Participant deferral / active EE

$22,124

$6,521+239.3%

$5,682+289.4%

$6,712+229.6%

Admin fee / account holder

$16,155-100.0%

$13,212-100.0%

$11,409-100.0%

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLD GEORGETOWN MENTAL HEALTH ASSOCIATES LLC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion